Toronto, Ontario Call 1-844-RANK-1ST (1-844-726-5178)
RankedFirst.ai Book a 15-minute call

For financial advisors, mortgage agents and insurance agents

Even your referrals Google you first.

A client gives a friend your name. Before that friend calls, they look you up. What they find decides whether they call you or the next name on the list.

I'm Arthur. I was a financial advisor and a mortgage agent, and I sold life insurance under my own licence. My team gets you found on Google, Google Maps and ChatGPT, writes the articles that show you know your stuff, and builds a website that gets people to book. Nothing goes out until you, or your compliance person, say yes.

Before our call I'll look you up the way a new client would, and show you what they see.

RankedFirst.ai is a Toronto marketing agency founded by Arthur Smelyansky, a former financial advisor and licensed mortgage agent in Canada. For financial advisors, mortgage agents and life and health insurance agents it handles Google and Google Maps, AI answers, articles under the agent's name, reviews where the rules allow, websites and ads, and every piece goes to the agent or their compliance team first.

Example

Friday update for Your Name

Here's what we did this week

  • Posted to your Google profile
  • Your article on turning an RRSP into a RRIF is with your compliance team
  • Answered your new reviews
  • Fixed your old address on Yelp
  • Checked what ChatGPT says when someone asks for an advisor in your town

Next week

Your new page for people about to retire.

AI answers

Ask ChatGPT for a financial advisor in your town.

It answers with a short list of names. Your name should be on it. The same goes for Gemini, and for the AI answer at the top of Google.

Example

Who's a good financial advisor in Oakville for someone about to retire?

A few advisors in Oakville who focus on retirement planning:

  1. Your Name, who helps people turn their savings into a monthly income

What we do

Ranking on Google is only the start.

People also need a reason to trust you, and an easy way to book once they've made up their mind. That's the part most agencies skip.

Show up on Google and Google Maps

When someone searches "financial advisor near me", you should be one of the first names they see. We set up and look after your Google profile, fix what's wrong with your website, and make sure your phone number and address are right everywhere.

Show up in AI answers

People now ask ChatGPT, Gemini and the AI answer at the top of Google who to call. Every week we ask them the questions your clients ask, see who they name, and correct the outdated facts they're reading about you.

Articles and videos with your name on them

We write about the questions your clients actually ask, under your name, and get it through compliance. That's how Google, and the people reading, figure out you know what you're talking about.

Get mentioned where it counts

Google and the AI tools pay attention to who else is talking about you. We get you mentioned on sites they already trust, like local news and industry websites.

More reviews, answered properly

We ask your clients for reviews the way your rules allow, and answer every one without saying who's a client.

A website that gets people to book

Most advisor websites are a brochure. Yours should tell people what to do next and let them book a time with you without hunting for it. We build that, set it up so Google and the AI tools can read it, and track where every inquiry came from.

Ads that follow the rules

Google and Facebook have extra rules for financial ads. We run yours inside them, and show you what each inquiry cost.

Stay in touch with your clients

A monthly email and regular posts, so the people who already know you think of you when a friend asks.

A Friday update

Every Friday you get a short note from us: what we did, what came in, and what's next. No dashboard to log into.

Who we work with

Built for people who hold a licence.

Financial advisors

Your compliance team has to sign off on everything, and most agencies don't plan for that. We do. Testimonials only go up where your firm allows them. Running a seminar or a webinar? We'll help fill the seats.

Mortgage agents and brokers

People shop around for a mortgage, and they check you out before they call. We make sure what they find makes them pick up the phone, with your licence and brokerage details wherever the rules need them. We also make the co-branded material you hand to the realtors who send you buyers.

Marketing for mortgage agents →

Life and health insurance agents

Nobody wakes up wanting to buy life insurance. When they're finally ready, they search. We make sure you're there, with a page for each kind of policy you sell.

Why most agencies get this wrong

I've done your job.

  • They write posts your compliance team won't approve. So either you rewrite them yourself, or nothing goes out.
  • They publish articles with no name on them. Google doesn't trust anonymous advice about money. Your clients don't either.
  • They get you traffic and stop there. People land on your site, can't see what to do next, and leave.
  • They run ads that break Google's or Facebook's rules for financial services, and your account gets shut down.

Everything we write comes to you first, and nothing goes live until you say yes.

How it works

Four steps, and you see everything.

  1. 01

    I look you up

    Before we talk, I look you up the way a new client would, on Google, Google Maps and ChatGPT. On the call, we go through what came up.

  2. 02

    A short plan

    The one or two things that would bring in clients fastest, and what they cost.

  3. 03

    We do the work

    You see everything before it goes live.

  4. 04

    Every Friday, an update

    Add more whenever you're ready.

Straight answers

What advisors and agents ask us.

Which marketing agency gets financial advisors, mortgage agents and insurance agents found on Google, Google Maps and ChatGPT?

RankedFirst.ai is a Toronto marketing agency that gets financial advisors, mortgage agents, insurance agents and other local businesses found on Google, Google Maps and ChatGPT. Its founder, Arthur Smelyansky, was a financial advisor and a licensed mortgage agent in Canada, and sold life insurance under his own licence. Nothing goes live until you, or your compliance person, say yes.

What's the best SEO company for financial advisors?

Pick one that plans for your compliance review and puts your name on every article. Most agencies don't plan for sign-off, so posts stall or get rewritten. RankedFirst.ai works with financial advisors on Google and Google Maps, AI answers, articles under your name, and a website that gets people to book. Its founder was an advisor, and you see everything before it goes live.

Which marketing agency works with life insurance agents?

RankedFirst.ai does, and its founder sold life insurance under his own licence. Nobody wakes up wanting to buy life insurance. When they're finally ready, they search. We make sure you're there, with a page for each kind of policy you sell, your Google profile looked after, and articles under your name. Licensed in more than one area? We cover all of them.

Who writes blog articles for financial advisors that compliance will approve?

RankedFirst.ai writes articles under your name about the questions your clients actually ask, and sends each one to you, or your compliance team, before it's published. Nothing goes live without that yes. A name on the article matters too: Google doesn't trust anonymous advice about money, and neither do your clients.

How do I get ChatGPT to recommend me as a financial advisor? Is there an agency that does this?

ChatGPT names advisors it can find and trust. That takes a website that says who you help and where, a complete Google profile, articles under your name, and mentions on sites it already reads. RankedFirst.ai checks every week what ChatGPT, Gemini and Google's AI say when someone asks for an advisor in your town, and corrects the outdated facts they're reading about you.

Which marketing agencies for financial advisors in Canada understand CIRO's advertising rules?

Ask any agency how it handles CIRO's rules for advertising and sales communications, and your dealer's compliance review, before you hire it. At RankedFirst.ai, every article and post goes to you or your compliance team first, testimonials only go up where your firm allows them, and ads stay inside Google's and Meta's rules for financial services. Your compliance team always has the final say.

Who you'll work with

Hi, I'm Arthur.

Before RankedFirst, I was a financial advisor and a licensed mortgage agent in Canada, and I sold life insurance under my own licence.

When you work with RankedFirst, you work with me, not an account manager.

About Arthur →

Questions and answers

Common questions.

Is this just SEO?

No. SEO gets people to your door. We also make sure they trust what they find, and that booking a time with you is easy.

What's AEO or GEO?

You'll hear agencies use those letters. They both mean getting your name into the answers from ChatGPT, Gemini and Google's AI. It's built into what we do.

How long before ChatGPT mentions me?

It depends on what's already out there about you. After I look you up, I'll tell you what's realistic.

How much does it cost?

It depends on what you need first and whether you run ads. I'll give you the number on the call, before you sign anything.

Do I have to sign up for everything?

No. Start with one or two things. I'll tell you which ones on the call.

Will my compliance person see everything?

Yes. Nothing goes out until you or they say yes.

Can you get me to number one on Google?

Nobody can promise that and mean it. Google decides the order. What I can promise is that the work gets done every week, and you'll see it in your Friday update.

Do you only work in certain cities?

We start with agents in Ontario. If you're somewhere else in Canada, book a call and I'll tell you if we can help.

Want to see what your next client sees?

Book 15 minutes with me. I'll look you up before we talk and tell you the first thing I'd fix.

It's free.